Many organizations have Content Management Systems (CMSs) in place to house their business-critical content. CMSs offer a deep set of features and capabilities, including content creation/storage, provisioned access based on user groups or roles, compliance tracking/reporting and content metadata tagging for content retrieval and re-use. The type of content stored in a CMS varies by industry, but may include case files for law firms, documentation for software firms, digital image assets for photography studios, and UPC/SKU content for retailers.
Although CMSs serve a critical function, they cannot stretch to house and govern all the data generated by business users. Think of all the e-mails that users create and send on a daily basis. These emails are often a critical part of ongoing work efforts, but the emails themselves are not managed effectively. A single work issue may result in a series of inefficient emails sent to multiple users. Add in all the critical work data sitting in Excel spreadsheets on shared drives and you have a huge mass of unstructured, disorganized content.
Why do users create all this unstructured content? Because they need to keep business flowing. Remember, business users are responsible for keeping the wheels of motion turning. If they don’t have the time, tools, or expertise to design automated solutions for their information management problems, they fill in the gaps with manual processes built on e-mail, Microsoft Excel, etc. These gap measures are often critical to the success of the business, but the processes themselves are not regulated or optimized. The data trapped inside these gap measures is the forgotten layer of content management.
We’ve identified the problem. Now we need to bring our business data into the light. If we can standardize the content and drive consistency in when and how it is captured, we can build repeatable processes and workflows to automate our core tasks. If we store the data in a single location and route it to employees on an as-needed basis, we will reduce the noise our employees wade through every day. Reduction in email volumes alone can save hours a day per employee.
SharePoint can be an incredibly effective toolset to store, route and manage this forgotten layer of content management. If we structure our content in SharePoint lists, map out workflows to standardize our processes and use filters, views and audience targeting to route data to people on a just-in-time basis, we can streamline our work processes and automate manual tasks.
The table below outlines WHAT we need to do, WHY we need to do it and HOW we’ll build successful replacement solutions in SharePoint. Check out the related links below for details on how to choose your first project, gather your requirements and calculate the cost of your business processes.
I understand the importance of storing information in one place and guiding users to this content; however, what if your business cannot store everything on SharePoint? This is a huge issue at my company. For example, we have numerous data, engineering drawings, and other proprietary software files on network drives because they cannot be stored on SharePoint. Any suggestions for dealing with this content? We are trying to find a solution for managing content like this and decide what to put and not put on SharePoint. Thanks.